Jayaraman Rajagopal
WiseNest•Kalyan,MH
Suyas Plaza, Near Kalyan Railway station,
Kalyan, MH, 421301
Suyas Plaza, Near Kalyan Railway station, Kalyan, MH, 421301
Practice at a glance
1
Years of Experience
12
Families Served
₹0.42
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Women Investors, Senior Citizens / Retirees, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs
Language Spoken:Hindi, Marathi, Tamil, Kannada
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
97806
IRDAI Licensed Insurance Agent (General)
HCG 10294058
Education
Formal Education
MBA – Master of Business Administration
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Create Emergency Fund
Can help you buy / invest in
Health Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Jayaraman Rajagopal.
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check
Risk Profile Assessment